Anthony Lubrano

Conduct detailed discovery calls to understand client objectives, risk tolerance, and financial circumstances.

Develop comprehensive financial plans integrating investments, retirement, insurance, and tax-efficient strategies.

Monitor and adjust portfolios to align with evolving client goals and market conditions.

Build strong client relationships through regular communication, education, and reviews.

• Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
• Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
• Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
• Grew assets under management through referrals and new business opportunities.
• Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.

• Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
• Recommended strategies to clients to help achieve financial goals.
• Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
• Implemented asset allocation models designed to maximize returns while minimizing risks.
• Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.

• Implemented process improvements initiatives across various departments within the organization.
• Created strategies for increasing revenue streams by leveraging existing customer relationships.
• Organized marketing campaigns to promote new products and services offered by the company.
• Cultivated relationships with customers, vendors, partners and other external stakeholders.

• Collected and removed debris from work sites to maintain team productivity and minimize safety hazards.
• Coordinated phases of construction projects from inception to completion.
• Removed rubble and other debris at construction sites using wheelbarrows or other equipment.
• Completed general carpentry, electrical, mechanical, HVAC and plumbing installations and repairs.
• Maintained a safe work environment by adhering to safety regulations and guidelines.
• Assisted electrical, plumbing and carpentry teams by completing basic and semi-skilled work.

• Removed broken masonry and constructed replacement sections for walls and floors.
• Readied work areas by clearing and smoothing surfaces and adjoining structures.
• Inspecting tools for damage before use on the job site.
• Mixing concrete using wheelbarrows and shovels as necessary.
• Used manual methods and power equipment to prepare mortar.
• Moved bricks, tools and supplies with equipment such as forklifts and hand trucks.
• Prepared concrete by mixing water with cement, sand and gravel.
• Assembled scaffolding at job sites and removed when work was complete.
• Removing excess mortar from between finished bricks or stones.
• Participated in professional development classes and workshops to advance abilities.
• Caulked crevices in masonry work for weather-proof seal.
• Repairing existing masonry structures such as walls, chimneys, fireplaces.
• Assisting bricklayers in laying brick and block walls.